Bragg Financial Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bragg Financial Advisors’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-37,466	Closed	-$569K	–	319
2021 Q4	$569K	Hold	37,466	–	–	0.04%	210
2021 Q3	$569K	Hold	37,466	–	–	0.04%	210
2021 Q2	$588K	Buy	+37,466	New	+$570K	0.04%	209
2021 Q1	–	Sell	-37,466	Closed	-$566K	–	295
2020 Q4	$566K	Hold	37,466	–	–	0.05%	195
2020 Q3	$537K	Hold	37,466	–	–	0.06%	186
2020 Q2	$521K	Hold	37,466	–	–	0.06%	183
2020 Q1	$507K	Buy	+37,466	New	+$533K	0.07%	175

Other funds holding NEA

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bragg Financial Advisors's NEA Position: Q1 2022 in Review

Bragg Financial Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2022, closing a stake of 37,466 shares — an estimated $569K sold.

Bragg Financial Advisors first reported a position in NEA in Q1 2020 and held it in 7 quarters. The position peaked at $588K in Q2 2021. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2022.

Bragg Financial Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Bragg Financial Advisors sold 37,466 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $569K.
Bragg Financial Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2020 and held it in 7 quarters.
Bragg Financial Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $588K in Q2 2021.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on Bragg Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.